Know Your PMS · Monthly tearsheet
PMS Services to PF and Institutional Treasuries
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Jan_202424 months filed
CAGR
8.20%
Total return
17.08%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
100.00%
Best / worst month
0.9% / 0.5%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.78% | – | – | – | – | – | – | – | – | – | – | – | 0.78% |
2023 | 0.60% | 0.58% | 0.63% | 0.70% | – | 0.71% | 0.67% | – | 0.63% | 0.55% | 0.75% | 0.81% | 6.83% |
2022 | 0.66% | 0.54% | 0.68% | 0.58% | 0.56% | 0.52% | 0.79% | 0.70% | 0.53% | 0.73% | 0.69% | 0.54% | 7.78% |
2021 | – | – | – | – | – | – | – | – | – | – | – | 0.89% | 0.89% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
24 mo
Longest loss streak
0 mo
Ann. volatility
0.34%
Downside deviation
0.00%